Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

  1. In Administration, click Globally change records.
  2. Select the Accounts or Projects option and click New Change.
  3. On the General tab, select Active/Inactive.
  4. Use an Operation of Replace.
  5. Select Replace: Active With: Inactive. (Or for Projects: Inactive: Prevent data entry or Inactive: Prevent data entry and posting). 
  6. Click OK.
  7. Select the Filters tab and define any applicable filters.
  8. Click Preview Changes to view which accounts will be changed.
  9. After confirming the preview is correct, click Change Now.